Warning Signs of Target Date Funds: What’s Best for the Future

By Bob Cohen and Don Nordstrom

ProManage Announces New Data Analyst Team Member

ProManage is excited to welcome Ethan Garcia, a new Data Analyst, to our growing team. He comes at the right time to help write, edit, and create documentation for scripts. He’ll also assist in the development of the Vision website while integrating automation for reports.

Prior to ProManage, Ethan obtained his bachelor’s degree in IT with a specialization in Data Studies at IUPUI (Indiana University-Purdue University of Indianapolis). Once graduating, he moved on to GRM Document Management as a data analyst and system administrator.

Ethan started in October 2022. We can’t wait to see all the great things he’s going to bring to the team and our clients.

ProManage Announces New Investment Analyst Team Member

We’re happy to announce that Jason Abrams has joined the ProManage team as an Investment Analyst. His skills and experience will play a crucial part in the investment team through his expert analysis of funds, models and forecast returns, all while optimizing allocation rulesets.

Before coming to ProManage, LLC., Jason worked within investment management and portfolio construction. He spent time handling assets for a family office, working with a variety of different assets and accounts. He also served as a member of the instructional team for a FinTech course that covered data analysis, machine learning and blockchain technology.

Jason got his start earning a BA in Biological Sciences from Northwestern University. There, he completed the FinTech certificate program and passed all three CFA exams.

He started on September 6, 2022 and we are looking forward to seeing how he will impact our team and bring even more value to ProManage’s clientele.

About 15 Years After The Pension Protection Act of 2006, Is It Time for a Full Review of a Plan’s QDIA?

By Tony Sabos and Michael Chard (more…)